The high P/E imp,its that investors are betting that FRGI will be successful in its build out plans……
or the stock price craters……...
Hispanic populations will buy more Taco/Burrito foods per capita than other populations…
check the data.
There are more hispanics in Cal, by far, than any other state. There are pretty of hispanic
suburban neighborhoods in Cal.
FRGI needs to establish the supply chain from TX to NM, to Arizona and to California……
there is more than enough QSR dollars to garner …for the best Taco/Pollo food firm.
FRGI can never be the premier Taco/Pollo food QSR operator without entering and
competing full out in the premier Hispanic market…California.
BEAV is 24 % higher than Koury's KLXI, effective March 24th 2015……
Now does everyone see why the activists entered & intervened in BEAV in May 2014………????
This should be proof to all that Koury was beginning to kill the aero business to favor his
ugly step child…….the KLXI brain child.
Excellent post ….patience & discipline are not sexy but they are profitable….!
Keep active, keep your own hip and keep making $$$ in this market….!
Your are correct …again.
For AMNF …."KISS"
AMNF should simply expand its current product distribution & maybe add similar Italian
high quality/high flavor (maybe not so healthy) products
AMNF rate limiting factor is its own scale, not total market size.
I say ESV has way less than a 50 % chance of BK ……..ESV mgmt runs a conservative
balance sheet. They also have long time relationships in this market, unlike many other
I do agree with you that ESV could drop further….and I agree that Brent crude returns to
levels above $ 75 within "several quarters"
Not the time to add to my existing ESV position, but that time will come later in 2015.
I have no plans to sell ESV.
2015 is the exact wrong time to reduce your overall energy sector exposure……
……think October 2009.
AAPL has a lot more shares outstanding than LOCO
AAPL 2014 EPS was $ 14.13
LOCO 2014 EPS was $ 0.55
over time, valuations will reach a valid relationship
Put 2 Barington BOD candidates on this summer ….
…...or simply go hostile and activist & get rid of the CEO.
It wouldn't cost too much to gain control for a few activists….but like Gabelli most might have
already made their profits and are moving on…..
Leonard is too trivial to spend much time on…….long term EML shareholders are stuck with
him until he crooks.
$ 14.13 EPS in 2014
Stock price is $ 687
2014 P/E is 48.6
CMG PEG is 1.87
CMG Price to sales is 5.18
$ 0.55 EPS in 2014
Stock price is $ 27.00
2014 P/E is 49
LOCO PEG is 2.47
LOCO price to sales is 2.93
CMG implied 2015 growth rate is greater than LOCO……hope
this helps explains how CMG gets its stock price valuation.
There is no mystery…..
sounds to me LOCO maybe did not as strong of control over its franchisees as it should have
back then……probably would not happen now.
A fool & his money are soon parted….?
LOCO "still affordable" with a forward P/E of 39 …….?
Only if LOCO posts beats for revenues and margins in Q1 & Q2 2015 results.
Steakburgers revenues growth was 9.4 % …much higher than LOCO
LOCO next competition could come from Fiesta Restaurant Group……FRGI has better
2015 growth metrics & approx the same number of outlets, but not yet moving into CA.
The LOCO CEO said 2015 revenue growth would be "3 to 5 %" during the recent
Q4 2014 Conference Call…….definitely NOT "3 times the growth of CMG"
How do you get a 22 P/E ……..?
LOCO stock price is $ 27.00
2014 EPS was 55 cents
LOCO trailing P/E is 49
LOCO future 2015 P/E ($ 27 divided by 69 cents) is 39
Your facts are wrong to begin with …..no need to say more..!
Thanks for the info …..
Given the PACD remarks regarding PBR from the Q3 CC, which was "all wrong" …….
I hope that Beckett does not over-promise and under-deliver again regarding his comments
about CVX and the USGOM in Q1……or PACD image in the marketplace could be damaged
more than this off-shore market oversupply picture has already caused.
In this market, IMO, Beckett should be very careful what he says prior to a signed deal…..
Fool me once, shame on you. Fool me twice, shame on us…….
The PACD stock price does not need another reason to be skeptical, at this point.
Beckett needs to be quite….hype or speculation could backfire….again.
Yes…I was wondering how you got more at $ 27.76 ….why not wait a little longer past earnings to see if LOCO drifts lower….the rest of the month…?
If you are already underweight in, sitting on profits, why not wait for a low risk price…?
Not trying to be combative with you, B Carter, just that I don't know what new positive
catalyst moves LOCO appreciably higher than $ 26 before the next CC……...
I still will not buy at mid $ 20s